Leeward Financial Partners, LLC

Q3 2026 13F-HR Holdings

Location
Bellevue, WA
Holdings as of
9/30/2026
Date filed
10/23/2026
Form type
13F-HR
Num holdings
111
Total value ($000)
$387,809
Net value change ($000)
+6,652 (1.7%)
New positions
7
Sold out positions
4
Turnover %
5.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MSFT 7,431 38.4%
ILMN 4,410 NEW
NOW 3,551 1335.0%
STT 3,168 NEW
IBB 2,889 NEW
VUSB 2,849 54.1%
IGV 2,747 NEW
AAPL 2,069 13.0%
SNOW 1,616 NEW
NTRA 1,425 26.8%
Top Reduces (Value $000, Stocks/ETFs)
CMI -4,428 -91.8%
APP -3,950 -70.9%
LRCX -3,127 -100.0%
VRT -1,686 -26.6%
SCHG -1,439 -10.3%
VV -1,367 -9.1%
ISRG -1,107 -83.8%
GS -883 -10.6%
VB -833 -6.9%
VBK -760 -11.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type